January 12, 2026
Post-holiday consumer spending and the growing use of buy now pay later services raise questions about household finances and economic momentum. The discussion explores debt pressures alongside signs of resilience in jobs and income growth, while also highlighting domestic chip manufacturing and the role of government involvement. Mark Minnella, Seth Udinski, and Sam Case also discuss considerations around lump sum investing, including goals, timeframes, and risk tolerance.
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The skinny
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